Course Catalog

We want our clients to be successful in their business and our software is a key component to that success. PropertyBoss offers a variety of training courses to meet our clients’ needs. These courses are grouped to help ensure you schedule the appropriate course for your needs and skill level.

Based on our experience, we have learned new clients need a minimum of 6 hours of training in order to successfully implement the software. The courses marked with an asterisk* denotes the suggested minimum courses for Implementation. Please make note that some courses have prerequisites.

PB 100 Series

PB101: Understanding the PropertyBoss Structure

1 Training Hour

This course gives you a tour of the basic areas of PropertyBoss and shows you how Properties, Units, Leases, and Tenants are associated.

Contact your Implementation Specialist to schedule this session.

PB102: Setting Up PropertyBoss *

1 Training Hour, Prerequisite: PB101

This course is designed to assist clients with creating their users and setting up system-wide preferences.

PB 200 Series (Financials)

* At least one of the General Ledger/QuickBooks courses should be included in New Client Implementation.

GL201: PropertyBoss General Ledger

1 Training Hour, Prerequisite: PB104 and PB105

This course will demonstrate how transactions flow into your General Ledger(s), editing and organizing your Chart of Accounts, paying bills and printing checks, as well as customizing settings within the General Ledger.

GL202: PropertyBoss General Ledger – Advanced

1 Training Hour

This course is designed to answer the client’s specific General Ledger questions, typically after implementation has been completed. This course can also be used to assist the client with troubleshooting a reconciliation issue.

FIN201: Starting Balances *

This course will show you how to enter starting balances and security deposits and how to reconcile bank balances to reports in PropertyBoss. If the client used a previous accounting system, the instructor will walk you through how to enter the beginning bank balances.

PB 400 Series

PB401: Portals

PB402: Inspections

1 Training hour

This course will review the core concepts and features related to Inspections. You will also learn how to create inspections templates, how to manage inspections, and how to utilize the PBInspector app.